A detailed history of Castleview Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Castleview Partners, LLC holds 2,638 shares of CRM stock, worth $703,818. This represents 0.48% of its overall portfolio holdings.

Number of Shares
2,638
Previous 2,430 8.56%
Holding current value
$703,818
Previous $731,000 7.25%
% of portfolio
0.48%
Previous 0.5%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$218.01 - $304.74 $45,346 - $63,385
208 Added 8.56%
2,638 $678,000
Q1 2024

May 09, 2024

BUY
$251.12 - $316.88 $5,273 - $6,654
21 Added 0.87%
2,430 $731,000
Q4 2023

Feb 05, 2024

BUY
$196.25 - $267.25 $6,083 - $8,284
31 Added 1.3%
2,409 $633,000
Q3 2023

Oct 26, 2023

BUY
$202.49 - $234.37 $7,087 - $8,202
35 Added 1.49%
2,378 $482,000
Q2 2023

Aug 14, 2023

SELL
$188.89 - $223.38 $139,589 - $165,077
-739 Reduced 23.98%
2,343 $494,000
Q1 2023

May 15, 2023

SELL
$134.8 - $199.78 $18,063 - $26,770
-134 Reduced 4.17%
3,082 $615,000
Q4 2022

Feb 01, 2023

BUY
$128.21 - $165.27 $35,514 - $45,779
277 Added 9.42%
3,216 $426,000
Q3 2022

Nov 10, 2022

BUY
$143.84 - $191.27 $392,827 - $522,358
2,731 Added 1312.98%
2,939 $423,000
Q2 2022

Aug 17, 2022

SELL
$155.6 - $218.85 $66.8 Million - $93.9 Million
-429,226 Reduced 99.95%
208 $34,000
Q2 2022

Aug 16, 2022

BUY
$155.6 - $218.85 $66.3 Million - $93.2 Million
425,982 Added 12340.15%
429,434 $70.9 Million
Q1 2022

May 16, 2022

SELL
$190.54 - $255.46 $412 Million - $552 Million
-2,162,752 Reduced 99.84%
3,452 $732,000
Q4 2021

Feb 17, 2022

BUY
$247.21 - $309.96 $534 Million - $669 Million
2,158,799 Added 29153.26%
2,166,204 $550 Million
Q2 2021

Aug 17, 2021

BUY
$210.54 - $246.26 $1.56 Million - $1.82 Million
7,405 New
7,405 $1.81 Million

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $267B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.